$Bloom Ene_老虎社区_美港股上老虎

复古价值投资
03-07

$Bloom Energy Corp(BE)$ 2026 年美股最火的“非传统电力”标的。其固体氧化物燃料电池（SOFC）直接避开了昂贵的变压器和排队挂网。2026 年初它拿下了超 70 亿美元的订单，几乎全部来自 AI 数据中心，纯度极高。

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